Dynamics CRM Administrator

Teledyne Technologies-posted about 2 months ago
Full-time • Mid Level
Chestnut Ridge, NY
5,001-10,000 employees
Computer and Electronic Product Manufacturing
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The Teledyne IT Shared Services team is seeking a professional to support, maintain, and optimize Dynamics 365 CRM environments, including both on-premises and online deployments. The ideal candidate will have more than just a deep technical and functional understanding of Dynamics 365 CRM Sales, Customer Service and Field Service. They should also have a proven ability to liaise with power users and various stakeholders at the local business units to understand business objectives, identify areas of improvement, and explain design options. Further, they will have an ability to manage all aspects of small to medium projects on their own to implement scalable best practice solutions. This is a varied business facing role, with the following responsibilities:

  • Administer and maintain Dynamics 365 CRM environments in both on-premises and online including all aspects of application life cycle management
  • Support Sales, Service, and Field Service applications and custom applications within the Dynamics 365 suite
  • Manage multiple CRM environments and projects, coordinating with a broad group of stakeholders.
  • Respond to application questions from end users, provide training, resolve issues, manage license assignments and onboard new users to the platform
  • Partner with stakeholders to gather requirements and translate them into comprehensive CRM solutions that meet a range of organizational needs
  • Create and manage custom solutions including, but not limited to, form/view updates, processes, power automate flows, plugins, javascript, html, and image web resources, reports and apps
  • Manage complex security structures configured using a combination of business units, security group teams, security access teams, field level security and security roles
  • Manage data retention policies and procedures and implement best practices
  • Maintain awareness of D365 platform changes and evaluate potential impacts on existing integrations and configurations
  • Recommend and implement enhancements to optimize system performance and user experience.
  • Oversee and support integrations between D365 and other enterprise systems (e.g., ERP, 3rd party apps, Microsoft apps including SharePoint)
  • Collaborate with integration developers to design and troubleshoot APIs, web services, and batch interfaces
  • Participate in data mapping, transformation, and validation efforts during the integration design and deployment process
  • Participate in system upgrades, module deployments, and change management activities
  • Support UAT testing, documentation, and training efforts for new features or integrations
  • Support internal and external audits by providing access logs, user role reviews, and system control documentation
  • Work with external consultants to manage assigned projects and tasks
  • BS in Computer Science or a related field or equivalent experience is required
  • Advanced Dynamics 365 CRM and Power Platform product knowledge with at least 5 years of Dynamics 365 CRM Administration
  • Previous hands-on experience as a Dynamics 365 CRM Administrator, including exposure to both on-premises and online environments with working knowledge of Sales, Service, and Field Service modules within Dynamics 365
  • Proven ability to analyze, design and optimize processes utilizing the Dynamics 365 platform, increasing user adoption and driving best practice
  • Strong problem-solving and communication skills to support end users, deliver training, and onboard new users
  • Ability to analyze business requirements and assist in designing CRM solutions
  • Experience managing projects and environments with a varied stakeholder group
  • Proficiency with SQL, SSMS, Visual Studio, SSIS, KingswaySoft and/or CozyRoc, Dynamics 365 CRM API, PAC-CLI
  • Ability to automate complex business processes using Dynamics 365 CRM tools like Workflows, Business Process Flows, Power Automate Flows, Plugins, and custom Javascript
  • Excellent analytical and problem-solving skills, including ability to dig into problems at detail level and reconcile system anomalies/problems
  • Ability to liaise with and build relationships with stakeholders at all levels
  • Ability to work collaboratively across IT and with other cross-functional teams to achieve common goals
  • Ability to work independently with limited supervision
  • Ability to establish priorities and manage multiple projects simultaneously
  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • Proficiency in integrating SharePoint with Dynamics 365 (on-premises and online) is preferred
  • Knowledge of DocumentsCorePack for template management
  • Experience with SQL database management and SSIS integration using KingswaySoft and/or CozyRoc preferred
  • Previous experience performing complex migrations from Dynamics On-Premise to Dynamics Online, as well as migrations to/from Salesforce, Access, or other database platforms
  • Familiarity with Power BI and CoPilot for Sales and Service is considered a plus
  • Familiarity with Power Pages solutions and management tools
  • Working knowledge of, or direct experience with, Salesforce CRM is a plus
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